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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $379,482 | $202,389+87.5% | $198,173+91.5% | $248,183+52.9% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 10.24% | 9.89%+0.3pp | 10.16%+0.1pp | 10.21%0pp |
| Employer contribution / active EE | $83,333 | $36,071+131.0% | $33,192+151.1% | $42,272+97.1% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |